Client Profile

A leading North American insurer offering a broad portfolio of financial and benefit plan solutions serving the financial security needs of more than 12 million people. With more than $199 billion in assets under administration, they turned to Optimé to help drive increased sales.


The Opportunity

The client identified an opportunity to offer formalized sales training and development, to improve sales performance and drive customer satisfaction.


Our Solution

Sales Training & Development program


Our Approach

Diagnostic of current sales capability and effectiveness. Design and delivery of multi-year Distribution capability development program for Customer Relationship Managers, Account Executives and Education Consultants. Included coaching & leadership development for Regional Sales and Service Directors to sustain and reinforce learning.


Results delivered

  • Client set new industry standard in client acquisition and recorded the most ever sales in one year period, beating the unheralded downturn in the economy and market turbulence. Exceeded YoY sales growth target.
  • Improved the winning ratio of participants in the case presentation finals.
  • Strong participant engagement and alignment achieving (90+% Top 2 Box Scores) in the post training survey.